ANTHROPIC'S SLOWING REVENUE GROWTH DOES NOT SIGNAL WEAKER AI DEMAND D.A. Davidson analysts Gil Luria and Turner Dischinger say Anthropic's slowing revenue growth should not be interpreted as a broader AI demand slowdown. They point to growing competition from OpenAI and open-weight AI models, as businesses diversify their AI spending. The key takeaway: Overall AI investment remains on a strong upward trajectory, supporting continued demand for computing power and data center construction. Source: D.A. Davidson(彭博社)